指南總覽
指南總覽
Use these guides for account requests and invitations, identity requirements, the workspace interface, Gmail, Data Rooms, accounting, agents, and credits in DynamicMail. Each article describes the next practical step.
Google Workspace
將 Gmail 或 Google Workspace 連接至 DynamicMail
連接您的個人 Gmail 或 Google Workspace 信箱、匯入支援的文件附件，並瞭解唯讀存取權、中斷連線與保留副本的相關事項。
閱讀 Gmail 連線指南Google Workspace
將 Google Drive 連接至 DynamicMail Data Room
連接 Google Drive、選擇同步設定、檢查下載結果，並瞭解廣泛的 Google Drive 存取權、上傳、共用、中斷連線與保留副本的相關事項。
閱讀 Google Drive 連線指南Guide
導入指南
Move from invite email and Google session to activation and the first inbox handoff.
Open guideGuide
介面指南
Find the first workspace surfaces, data rooms, admin entry points, and support references.
Open guideGuide
身分指南
Understand admin identity, country fields, Google verification, and Swedish add-on checks.
Open guideGuide
Gmail and 會計指南
Plan Gmail as a document source and follow accounting setup after onboarding.
Open guideGuide
Data Rooms guide
Understand room access, intended documents, selected Google Drive files, and review boundaries.
Open guideGuide
Agents 指南 and Credits 指南
Understand Data Rooms agent entry points, room context, credit balances, grants, and software credits.
Open guideRelated policy
KYC 要求
Public requirements page for the identity and review topics referenced by the guides.
Open pageStart here Choose the right guide The guide index groups the main customer journeys for onboarding, workspace setup, identity, integrations, agents, and credits.
Choose the guide that matches where you are in the customer journey. The onboarding guide is best before activation, while the interface, Gmail, accounting, agents, and credits guides help after the workspace is ready to use.
How to use the guides Open the section you need Each guide is organized as short steps with expandable details and links to related topics.
- start with the article that matches your current task;
- open the expansion cards when you need more detailed guidance;
- use the links in each guide when you need the next related topic.
Support When you need help Contact DynamicMail support if an invite flow, integration, or workspace surface needs manual follow-up.
Support can help with invite status, identity fields, Gmail consent, accounting setup, data room access, agent runs, and credit questions.
support@dynamicmail.ai